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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaUnison
- Established Date
- 03-24-2025
- Office Locations
- 1
Office Locations
About Deleon Wealth LLC
DeLeon Wealth is a Washington-based wealth management firm providing comprehensive financial planning and investment planning with proactive, transparent client communication. The practice emphasizes goal- and legacy-focused advice and offers personalized longevity resources. Portfolios appear ETF- and investment-grade bond oriented, and the firm reports custody through Charles Schwab.
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Owner & Executives
DEVYN Jeremy DELEON
CO-CEO, Managing Partner
- CRD
- #6820005
- Ownership
- 50% but less than 75%
Konner Chanz DeLeon
Chief Compliance Officer, CO-CEO, Managing Partner
- CRD
- #7587960
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,010,897 | -- |
| Non-Discretionary | $196,639 | -- |
| Total | $11,207,536 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,207,536
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,965,620,940 | 39.3% |
| Cash | $3,539,125,244 | 46.9% |
| Equity - Exchange | $1,041,363,079 | 13.8% |
| Total | $7,546,109,263 | 100.0% |